| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.02% |
| $250K - $500K | 0.02% |
| $500K - $750K | 0.02% |
| $750K - $1000K | 0.02% |
| $1M+ | 0.02% |
This schedule is for Wrap Comprehensive Portfolio Management (asset management and financial planning). Fees are negotiable.
6263 North Scottsdale Road, Suite 265, Scottsdale, AZ, 85250
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Joseph is dually registered with Balboa Wealth Partners, Inc. and Willow Cove Investment Group, Inc. Approximately 90% of Joseph's time is dedicated to services as an investment advisor representative, with the remainder spent as a registered representative.